Ethan Dzenis, CFP®

I am a CERTIFIED FINANCIAL PLANNER® professional with the Retirement Benefits Group at Equitable Advisors. The RBG specifically works with educators, police, and fire to help them plan for their financial future. While I am a part of the RBG, as a CERTIFIED FINANCIAL PLANNER® professional, I am able to work anyone considering their financial needs.

I graduated Cum Laude from San Diego State University with a B.S. in Finance. Over the 2022, summer I worked as an Intern in the Wealth Management department at Equitable Advisors and I was the Vice President of Sigma Chi Delta Xi chapter at San Diego State. From there I joined, Equitable Advisors in July of 2023 and began to build my practice. In March 2026, I successfully passed the CERTIFIED FINANCIAL PLANNER® exam, elevating my financial planning expertise and reinforcing my commitment to delivering best in class service to clients.